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中国钢铁行业研究报告2007(雷曼兄弟)

文件格式:Pdf 可复制性:可复制 TAG标签: 钢铁 中国 2007年 雷曼兄弟 点击次数: 更新时间:2009-11-21 10:43
介绍

Table of Contents
Investment Thesis.................................................................................................3
Valuation...........................................................................................................5
Investment Risks ..................................................................................................8
Supply and Demand to Remain Sound....................................................................9
Steel inventory remains stable ...........................................................................14
Exports Slowdown Ahead; Less Threat to The World Steel Market..............................16
Pricing Outlook; Introducing Our Leading Steel Price Indicators..................................20
Annual Iron Ore Bargaining Game Begins; Impact of Surging Raw Materials Cost........24
Favorable Trend of Accelerating Industry Consolidation............................................28
Global Steel Market Outlook ..............................................................................30
U.S. outlook ..................................................................................................31
Euro area......................................................................................................34
Strong demand from emerging markets...............................................................35
Appendix I – Steel Making Process ......................................................................39
Integrated mills versus minimills..........................................................................39
The integrated steel-making process ...................................................................40
Minimill steelmaking process.............................................................................44
Appendix II – Highlights Of Major Finished Steel Category.......................................45
Semi-finished .................................................................................................45
Flat products..................................................................................................45
Tubular products.............................................................................................48

 

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